Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 0.74% |
$119K - $133K
|
169K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.3K- 28.54% |
$123K - $137K
|
3.25K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.31K- 2.91% |
$124K - $139K
|
43.9K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.32K- 2.33% |
$124K - $139K
|
55.2K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.34K- 2.37% |
$126K - $141K
|
55.2K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-1.35K- 10.4% |
$128K - $142K
|
11.6K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.37K- 3.44% |
$129K - $144K
|
38.4K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.38K- 21.18% |
$130K - $146K
|
5.14K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 0.91% |
$133K - $149K
|
154K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 4.81% |
$133K - $149K
|
27.9K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.41K- 0.58% |
$133K - $149K
|
240K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.42K- 10.94% |
$134K - $149K
|
11.5K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.42K- 2.23% |
$134K - $150K
|
62.2K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.42K- 1.39% |
$134K - $150K
|
101K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.45K- 4.31% |
$137K - $153K
|
32.2K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.46K- 15.96% |
$138K - $154K
|
7.68K
$772K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 2.72% |
$139K - $155K
|
52.4K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.47K- 2.43% |
$139K - $155K
|
58.9K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 8.95% |
$139K - $156K
|
15K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.48K- 2.73% |
$139K - $156K
|
52.7K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.49K- 1.73% |
$141K - $157K
|
84.6K
$8.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 2.02% |
$144K - $161K
|
73.8K
$7.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.52K- 2.07% |
$144K - $161K
|
71.9K
$7.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.55K- 6.24% |
$147K - $164K
|
23.3K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.55K- 0.44% |
$147K - $164K
|
351K
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.57K- 11.87% |
$148K - $165K
|
11.6K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.57K- 99.87% |
$148K - $166K
|
2
$201
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$149K - $167K
|
21.1K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.59K- 4.07% |
$150K - $168K
|
37.6K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.61K- 1.5% |
$152K - $170K
|
106K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.63K- 12.12% |
$154K - $172K
|
11.8K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.64K- 2.22% |
$155K - $173K
|
72.2K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.64K- 4.72% |
$155K - $173K
|
33.2K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.69K- 39.92% |
$160K - $178K
|
2.55K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 0.48% |
$161K - $179K
|
353K
$35.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 0.71% |
$162K - $181K
|
241K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.72K- 1.39% |
$163K - $182K
|
122K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.76K- 4.93% |
$166K - $186K
|
34K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.77K- 5.53% |
$167K - $186K
|
30.2K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.77K- 8.84% |
$167K - $187K
|
18.3K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.79K- 3.66% |
$169K - $189K
|
47.2K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 13.2% |
$170K - $190K
|
11.9K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.81K- 1.5% |
$171K - $191K
|
119K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.81K- 3.76% |
$171K - $191K
|
46.4K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.83K- 1.32% |
$173K - $193K
|
136K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.84K- 1.95% |
$174K - $194K
|
92.7K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.84K- 2.88% |
$174K - $194K
|
62.2K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.86K- 1.37% |
$175K - $196K
|
134K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.87K- 18.59% |
$176K - $197K
|
8.17K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 0.96% |
$178K - $199K
|
194K
$19.5M
|